关税大消息！这一概念，大涨

Core Viewpoint - Citigroup believes that Apple is likely to receive exemptions from chip tariffs, which has positively impacted Apple-related stocks [2][8]. Group 1: Apple-Related Stocks - Apple-related stocks experienced a boost, with notable increases in shares such as Highpower Technology (+9.62%), Sunny Optical Technology (+3.30%), and others [6][7]. - The overall market saw the Hang Seng Index rise by 0.69% to 25081.63 points, with the technology index up by 0.26% [2][3]. Group 2: Semiconductor Stocks - Semiconductor stocks also benefited, with Huahong Semiconductor and SMIC rising by 2.52% and 0.76%, respectively [9][10]. - The positive sentiment in the semiconductor sector is linked to the potential tariff exemptions for Apple [8]. Group 3: Gaming Sector - The gaming sector continued to rise, with companies like China Star Group and Sands China increasing by 7.43% and 5.01%, respectively [12][14]. - Macau's gaming revenue for July reached 22.125 billion MOP, a year-on-year increase of 19%, marking a post-pandemic high [14]. Group 4: Real Estate Sector - The real estate sector showed signs of recovery, with New World Development rising over 10% [17][19]. - Recent policy adjustments in core cities aim to stabilize the real estate market, focusing on urban renewal and redevelopment [19]. Group 5: Pharmaceutical Sector - The pharmaceutical sector faced pressure, with stocks like CanSino Biologics and Innovent Biologics declining by 8.06% and 7.16%, respectively [20][23]. - Upcoming tariff policies on imported drugs announced by the U.S. government are contributing to the negative sentiment in this sector [21].